Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lakeshore Beverage 401(K) Plan is a benefit plan reported by City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage under EIN 20-3389424 and plan number 001. The latest loaded filing year is 2023. The filing reports 425 participants and $26,816,629 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,816,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,816,629
- Net assets (BOY)
- $22,141,422
Income & contributions
- Employer contributions
- $434,540
- Participant contributions
- $1,104,756
- Total contributions
- $1,629,849
- Total income / additions
- $5,681,678
Expenses & distributions
- Benefits paid
- $885,830
- Administrative expenses
- $102,366
- Total expenses
- $1,006,471
- Net increase / (decrease)
- $4,675,207